Daily briefing

October 13, 2026

Archived briefing. These are the numbers as they stood on 2026-10-13 — not recalculated with today's data.

Atlas Regime

Medium confidence

SELECTIVE

The network is moving, but not together — more subnets are being sold than bought.

What changed

vs Oct 12

Outflow deepened

Net flow widened 44% to -2.2K τ, while more subnets were bought than the day before (43 up / 55 down).

What to watch today

signals, not recommendations
Inflow confirmed+1.8K τ
SayGM

Second day of buying · Strong inflow

+486 τ yesterday, +1.8K τ today — the direction held.

Reversing-1.3K τ
Hippius

Flipped to outflow · Moderate outflow

Went from +437 τ yesterday to -1.3K τ today.

Weakening-149 τ
Ditto

Losing force · Moderate outflow

-383 τ yesterday down to -149 τ today — same direction, roughly half the size.

Atlas Map

Capital movement across the subnet economy

$1.0M$10M$100MApex · SN1DSperse · SN2Teutonic · SN3Hone · SN5Numinous · SN6Allways · SN7iota · SN9Pareton · SN10TrajectoryRL · SN11Compute Horde · SN12Data Universe · SN13Cacheon · SN14ORO · SN15404—GEN · SN17Zeus · SN18blockmachine · SN19Witness · SN20AdTAO · SN21Desearch · SN22Trishool · SN23Quasar · SN24UR · SN25Perturb · SN26Orion · SN27SayGM · SN28hoτfloaτ · SN29Endure Network · SN30rec4ll · SN31ItsAI · SN32ReadyAI · SN33BitMind · SN34Aurelius · SN37ChronoLLM · SN38Ralph · SN40Almanac · SN41Graphite · SN43Score · SN44AlphaRidge.ai · SN45Instant · SN46GPUForge · SN47Quantum Compute · SN48Nepher Robotics · SN49Synth · SN50Dojo · SN52engy · SN53Yanez · SN54NIOME · SN55Gradients · SN56Attune · SN58Bitsec.ai · SN60RedTeam · SN61Ridges · SN62Enigma · SN63True Performance Network · SN65conjectures · SN66Harnyx · SN67NOVA · SN68Herald · SN69Leadpoet · SN71StreetVision by NATIX · SN72Parked · SN73Gittensor · SN74Hippius · SN75Ormas · SN76Liquidity · SN77Umi · SN78MVTRX · SN79OpenRoboto · SN80Reliquary · SN81CliqueAI · SN83Vidaio · SN85Provenonce · SN87Investing · SN88InfiniteQuant · SN89KubeTEE · SN90cascade · SN91Cathedral · SN94Actual · SN95Verathos · SN96Albedo · SN97NeverPlayAlone · SN98Thirty Spokes · SN99Cortex · SN100Tag101 · SN101ConnitoAI · SN102TAOstatus · SN104Beam · SN105Nodexo · SN106Minos · SN107ChipForge · SN108Finsight · SN109Green Compute · SN110Claims · SN111THOR · SN112SOMA · SN114MoirAI · SN115Carbon · SN116everyframe.studio · SN117Ditto · SN118CapabilityForge Next · SN119Affine · SN120sundae_bar · SN121CookingTAO · SN122MANTIS · SN123Swarm · SN124Refinery · SN125Attelier · SN126Astrid · SN127ByteLeap · SN128Targon · SN4Vanta · SN8lium.io · SN51Chutes · SN64Bitcast · SN93lium.ioChutesTargonVantaBitcastAlbedoThirty Spokes← CAPITAL LEAVING23 subnets · -6.1K τCAPITAL ENTERING →18 subnets · +6.0K τMARKET CAP · LOG SCALENEUTRAL ±1% OF POOL
OutflowNeutralInflowExternal revenueSize = liquidity

114 mapped · 14 excluded for

Mapped subnets, from largest outflow to largest inflow: Albedo: market cap $7.2M, net 24h flow -463 τ; Harnyx: market cap $1.4M, net 24h flow -103 τ; Hippius: market cap $23M, net 24h flow -1.3K τ; Nepher Robotics: market cap $4.7M, net 24h flow -153 τ; Attune: market cap $1.7M, net 24h flow -35 τ; Ridges: market cap $14M, net 24h flow -768 τ; Ditto: market cap $5.0M, net 24h flow -149 τ; Data Universe: market cap $6.4M, net 24h flow -434 τ; Pareton: market cap $8.4M, net 24h flow -390 τ; Allways: market cap $3.5M, net 24h flow -134 τ; Bitsec.ai: market cap $5.8M, net 24h flow -168 τ; Perturb: market cap $1.1M, net 24h flow -38 τ; Finsight: market cap $1.3M, net 24h flow -31 τ; ChipForge: market cap $0.5M, net 24h flow -16 τ; ChronoLLM: market cap $10M, net 24h flow -164 τ; Cortex: market cap $2.0M, net 24h flow -44 τ; Almanac: market cap $9.6M, net 24h flow -236 τ; Quantum Compute: market cap $7.2M, net 24h flow -167 τ; SOMA: market cap $13M, net 24h flow -137 τ; Witness: market cap $3.0M, net 24h flow -89 τ; RedTeam: market cap $18M, net 24h flow -176 τ; ORO: market cap $12M, net 24h flow -171 τ; Affine: market cap $52M, net 24h flow -767 τ; OpenRoboto: market cap $15M, net 24h flow -56 τ; Bitcast: market cap $22M, net 24h flow -236 τ; Reliquary: market cap $7.3M, net 24h flow -150 τ; cascade: market cap $2.0M, net 24h flow -28 τ; Chutes: market cap $116M, net 24h flow -1.7K τ; Desearch: market cap $4.2M, net 24h flow -61 τ; Gittensor: market cap $4.0M, net 24h flow -44 τ; Hone: market cap $16M, net 24h flow -249 τ; UR: market cap $9.0M, net 24h flow -95 τ; NIOME: market cap $3.4M, net 24h flow -42 τ; StreetVision by NATIX: market cap $2.9M, net 24h flow -42 τ; BitMind: market cap $18M, net 24h flow -210 τ; Compute Horde: market cap $6.4M, net 24h flow -63 τ; NOVA: market cap $29M, net 24h flow -178 τ; Claims: market cap $5.1M, net 24h flow -18 τ; iota: market cap $34M, net 24h flow -164 τ; CliqueAI: market cap $7.8M, net 24h flow -24 τ; 404—GEN: market cap $13M, net 24h flow -66 τ; Enigma: market cap $6.0M, net 24h flow -29 τ; Investing: market cap $4.1M, net 24h flow -14 τ; Minos: market cap $19M, net 24h flow -49 τ; rec4ll: market cap $1.8M, net 24h flow -4 τ; Targon: market cap $84M, net 24h flow -299 τ; Refinery: market cap $2.4M, net 24h flow -11 τ; GPUForge: market cap $0.7M, net 24h flow -2 τ; Numinous: market cap $3.7M, net 24h flow -14 τ; Apex: market cap $9.3M, net 24h flow -38 τ; CookingTAO: market cap $1.0M, net 24h flow -2 τ; Tag101: market cap $2.7M, net 24h flow -5 τ; Vanta: market cap $44M, net 24h flow -106 τ; Score: market cap $53M, net 24h flow -74 τ; Parked: market cap $3.6M, net 24h flow -7 τ; Attelier: market cap $1.8M, net 24h flow -2 τ; conjectures: market cap $4.1M, net 24h flow -4 τ; Liquidity: market cap $7.7M, net 24h flow -7 τ; everyframe.studio: market cap $2.1M, net 24h flow -1 τ; Teutonic: market cap $40M, net 24h flow -32 τ; blockmachine: market cap $13M, net 24h flow -10 τ; CapabilityForge Next: market cap $1.3M, net 24h flow -1 τ; Herald: market cap $2.5M, net 24h flow -1 τ; Gradients: market cap $22M, net 24h flow -10 τ; TAOstatus: market cap $5.0M, net 24h flow -1 τ; ByteLeap: market cap $3.5M, net 24h flow -0 τ; Dojo: market cap $8.1M, net 24h flow -1 τ; Graphite: market cap $5.7M, net 24h flow -1 τ; hoτfloaτ: market cap $3.9M, net 24h flow -0 τ; DSperse: market cap $4.2M, net 24h flow +0 τ; Carbon: market cap $1.8M, net 24h flow +0 τ; sundae_bar: market cap $3.3M, net 24h flow +3 τ; TrajectoryRL: market cap $11M, net 24h flow +22 τ; ReadyAI: market cap $4.9M, net 24h flow +15 τ; MVTRX: market cap $4.1M, net 24h flow +8 τ; Aurelius: market cap $3.7M, net 24h flow +11 τ; Swarm: market cap $10M, net 24h flow +23 τ; Instant: market cap $5.0M, net 24h flow +17 τ; ItsAI: market cap $4.5M, net 24h flow +14 τ; MANTIS: market cap $2.7M, net 24h flow +13 τ; MoirAI: market cap $1.4M, net 24h flow +8 τ; Vidaio: market cap $8.2M, net 24h flow +38 τ; Nodexo: market cap $2.5M, net 24h flow +16 τ; Trishool: market cap $6.7M, net 24h flow +23 τ; Cacheon: market cap $12M, net 24h flow +73 τ; Cathedral: market cap $2.2M, net 24h flow +8 τ; InfiniteQuant: market cap $3.7M, net 24h flow +25 τ; NeverPlayAlone: market cap $2.3M, net 24h flow +19 τ; Synth: market cap $7.2M, net 24h flow +49 τ; Verathos: market cap $1.6M, net 24h flow +17 τ; lium.io: market cap $145M, net 24h flow +1.2K τ; Zeus: market cap $5.9M, net 24h flow +67 τ; Astrid: market cap $1.9M, net 24h flow +24 τ; Provenonce: market cap $1.6M, net 24h flow +15 τ; Actual: market cap $25M, net 24h flow +233 τ; Umi: market cap $1.4M, net 24h flow +14 τ; ConnitoAI: market cap $2.5M, net 24h flow +42 τ; AlphaRidge.ai: market cap $3.3M, net 24h flow +78 τ; Endure Network: market cap $4.9M, net 24h flow +107 τ; AdTAO: market cap $7.8M, net 24h flow +121 τ; Beam: market cap $4.0M, net 24h flow +72 τ; Yanez: market cap $9.1M, net 24h flow +180 τ; Ralph: market cap $0.7M, net 24h flow +26 τ; Green Compute: market cap $18M, net 24h flow +226 τ; engy: market cap $63M, net 24h flow +941 τ; THOR: market cap $4.5M, net 24h flow +147 τ; Leadpoet: market cap $7.2M, net 24h flow +190 τ; Quasar: market cap $10.0M, net 24h flow +936 τ; Orion: market cap $3.7M, net 24h flow +288 τ; SayGM: market cap $41M, net 24h flow +1.8K τ; True Performance Network: market cap $3.5M, net 24h flow +276 τ; Ormas: market cap $0.4M, net 24h flow +71 τ; KubeTEE: market cap $4.1M, net 24h flow +291 τ; Thirty Spokes: market cap $0.6M, net 24h flow +276 τ. The full directory with sorting and filters is at /subnets.

Network pulse

116 active subnets

Net 24h flow

-2.2K τ

buys − sells

24h volume

144.9K τ

BoughtSold
44% · 4355 · 56%
ConcentrationRest of network
38%62%
TAO $275Strongest momentum Thirty Spokes Heating Up

Valuation pulse

Explore valuation →

Revenue-backed cap

$411M

5 subnets · live

Annualized revenue

$12M

215d old · STALE

Aggregate multiple

35.6×

cap ÷ revenue

Revenue multiple · log scale

11.5× → 91.0×

← Lower multipleHigher multiple →

Revenue coverage

Subnets3.9%

5 / 128

Market cap12.6%

Flow extremes

View all flows →
↓ OutflowInflow ↑

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Research, not financial advice.